Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

Read Statement

Mike James

Financial Adviser

Areas of Speciality

Strategies

  • Savings & Wealth Creation
  • Investment Portfolios
  • Superannuation Planning
  • Self-Managed Super Funds
  • Pre-retirement Planning
  • Retirement Planning
  • Centrelink Planning
  • Estate Planning Considerations

Products

  • Cash Management Accounts
  • Direct Shares
  • Retail & Wholesale Managed Funds
  • Retirement Income Streams
  • Superannuation Products
  • Investment Platforms
  • Geared Investments

About Mike

 

Mike has worked in the financial planning industry since 1998 and has been providing personal financial advice to his clients since 2001. Mike brings a wealth of knowledge and experience to the EL & C Baillieu team.

He is passionate about working closely with his clients to develop financial planning strategies and investment portfolios that are specific to his clients’ needs so they can achieve both their personal and financial goals.  He prides himself on his communication skills and his capacity to explain his advice in language that is easy to understand.

He has extensive knowledge in areas including portfolio construction, superannuation (including Self-Managed Super), wealth creation, retirement planning, tax strategies, Centrelink and estate planning.

Mike holds a Degree in Business Economics from the University of Liverpool (UK). He also holds a Diploma of Financial Planning (DFP) and achieved the status of a Certified Financial Planner (CFP) in 2003.

Start a Conversation

  • This field is for validation purposes and should be left unchanged.
Back To Top